Paige Goepfert

Questioner
DISC Type : c

Andersen US Client Group Lead-Private Client Services at Andersen

Greater Chicago Area, United States

Overview

Paige Goepfert is the nationwide Client Group Lead for Andersens US Private Client Service practice and a Partner, specializing in tax planning and compliance for ultra-high net worth families and executives. She develops multi-generational wealth and estate planning transfers.

Outside of work, Paige has spoken at the Heckerling Institute on Estate Planning on ethics and has an interest in fine arts & collectibles. She is a Certified Public Accountant and a Certified Specialist in Estate Planning.

Paige frequently hosts webcasts and speaks at conferences regarding trends and planning for estate and wealth management.

Personality Overview

Price-Sensitive

Systematic

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to analyze every situation thoroughly.
 While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Multi-Generational Wealth
As US Client Group Lead for Private Client Services at Andersen, Paige specializes in developing and implementing multi-generational wealth and estate planning transfers.
Estate Planning
Paige is a Certified Specialist in Estate Planning and frequently works with executors and estate administrators on various planning matters.
Tax Planning
Paige advises ultra-high net worth families and executives on tax planning and income tax compliance.

Media Appearances

Andersen Managing Director Paige Goepfert Will Be Speaking – Facebook Post. Featured in Facebook

See Now

Andersen Managing Director Paige Goepfert Speaking at Heckerling Institute. Featured in Andersen

See Now

Andersen - Facebook post: Excited to share that Andersen Managing Director Paige Goepfert will be speaking. Featured in Facebook

See Now

Work History

1-2025
Andersen US Client Group Lead-Private Client Services at Andersen
9-2017
Managing Director at Andersen
12-2011 - 9-2017
Senior Tax Manager at RSM US LLP
2-2011 - 12-2011
Tax Manager at Grant Thornton LLP
2-2011
Tax Manager at Baker Tilly Virchow Krause, LLP

Education

2001 - 2003
Bachelor of Science - BS from Brigham Young University
2003 - 2004
MAcc from Brigham Young University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Greater Chicago Area, United States Job Level : Mid-senior Designation : Andersen US Client Group Lead-Private Client Services at Andersen
URL has been copied!

Insights For Selling To Paige

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paige is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Paige

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Paige move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Paige take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Paige

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.